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Travelers Companies

1,612 hedge funds and large institutions have $48.9B invested in Travelers Companies in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 530 increasing their positions, 606 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+51
Holders Change %
+3.27%
% of All Funds
21.9%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.26%
New
174
Increased
530
Reduced
606
Closed
95
Calls
$189M
Puts
$161M
Net Calls
+$28.6M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VST
1076
Van Strum & Towne
California
$345K
RPGK
1077
Retirement Planning Group (Kansas)
Kansas
$345K +$107K +403 +45%
DAM
1078
Delta Asset Management
Tennessee
$343K
HNWA
1079
Henrickson Nauta Wealth Advisors
Michigan
$342K +$2.94K +12 +0.9%
MA
1080
MKT Advisors
California
$341K
LOPW
1081
Live Oak Private Wealth
North Carolina
$340K
ST
1082
Somerset Trust
Pennsylvania
$340K +$97.1K +367 +40%
CAG
1083
Csenge Advisory Group
Florida
$339K -$13.6K -53 -4%
KRW
1084
Kaufman Rossin Wealth
Florida
$338K +$338K +1,279 New
NHT
1085
New Hampshire Trust
New Hampshire
$337K -$11.9K -45 -3%
AO
1086
Advisor OS
Illinois
$335K -$5.82K -22 -2%
OC
1087
Oakworth Capital
Alabama
$334K
MPWT
1088
MassMutual Private Wealth & Trust
Connecticut
$334K +$26.4K +100 +9%
DP
1089
Dearborn Partners
Illinois
$334K -$33.1K -125 -9%
WA
1090
Wealth Architects
California
$333K +$12.7K +48 +4%
LCM
1091
Liberty Capital Management
Michigan
$332K +$6.35K +24 +2%
CSC
1092
Caldwell Sutter Capital
California
$331K +$1.06K +4 +0.3%
NI
1093
NDVR Inc
Massachusetts
$329K -$15.1K -57 -4%
DOA
1094
D'Orazio & Associates
Virginia
$329K +$15.6K +59 +5%
CCC
1095
Compass Capital Corp
Massachusetts
$328K +$328K +1,239 New
AWM
1096
Aprio Wealth Management
Georgia
$328K +$43.6K +165 +15%
FZCM
1097
Flynn Zito Capital Management
New York
$327K -$244K -922 -43%
SPI
1098
Santori & Peters Inc
Pennsylvania
$327K
WE
1099
Wealth Effects
Massachusetts
$325K +$264 +1 +0.1%
OPA
1100
Old Port Advisors
Maine
$325K -$23.3K -88 -7%